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Equity Research Pieces
Company Research Coverage
Intrinsic Valuations
Personal Portfolio
Thematic Portfolios
Thematic Portfolios
Thematic portfolio: Financials (February)
The cornerstone of "mafia investing"
Feb 6
•
Emir M
2
Thematic portfolio: Barrier To Entry (February)
The untouchables
Feb 6
•
Emir M
1
Thematic portfolio: Energy (February)
Powering the future power demand
Feb 6
•
Emir M
2
Thematic portfolio: AI (February)
Shaping the future of the world
Feb 6
•
Emir M
2
Thematic portfolio: Financials (January)
The cornerstone of "mafia investing"
Jan 9
•
Emir M
4
Thematic portfolio: Barrier To Entry (January)
The untouchables
Jan 9
•
Emir M
6
Thematic portfolio: Energy (January)
Powering the future power demand
Jan 9
•
Emir M
5
Thematic portfolio: AI (January)
Shaping the future of the world
Jan 9
•
Emir M
3
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